Position in SBUX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,188,571
+$98,351 QoQ
Shares Held
11,631
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#978
of 2,381 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Simplicity Wealth,LLC holds $9,052,594 across 4 Restaurants names. SBUX ranks #3 (13.1% of the industry book) .
All Filings in SBUX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,188,571 | 11,631 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,090,220 | 12,169 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $947,109 | 11,247 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,037,619 | 12,265 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,246,901 | 13,608 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,126,956 | 11,489 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $216,718 | 2,375 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $217,792 | 2,234 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,022,759 | 38,828 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,784,734 | 41,413 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $602,174 | 6,272 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||